Zoho Campaigns How To Set Up Signup Forms Tutorial – 2021
This fourth tutorial in the Zoho Campaigns beginner series covers all of the steps involved in creating signup forms. Additional Resources Not finding what you are looking for in regards to Zoho Campaigns Tickets? Drop us a line and we would be happy to see what we can do to fill that gap! For more […]
Zoho Books Beginner’s Guide – Banking
This covers setting up your banking inside Zoho Books. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see what we can do to fill that gap! For more guides on Zoho Books Click Here.
Zoho CRM How To Set Up Motivator Tutorial – 2021
Back at the end of August in 2020, Zoho removed Zoho Motivator from the App store. And by the end of December ended the App altogether. For many of us, this didn’t affect our usage of the Zoho suite at all. However, there were still a handful of businesses out there with bullpen-like sales antics […]
Zoho Desk Basic Automation Tutorial – 2021
In this final segment of our Zoho Desk Beginner’s Guide Series we cover basic automation. In this tutorial we cover assignment rules, round robin overview, and workflow rules. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would be happy to see what […]
Zoho Desk How To Get Tickets In Zoho Desk Tutorial – 2021
In part 1 of the series we discussed the basics of a ticket. For part 3 of this series we walk you through on how to get tickets into your Zoho Desk implementation. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us a line and we would […]
Zoho Desk How To Setup A Knowledge Base Tutorial – 2021
In this second part of our Zoho Desk beginner’s guide series, we cover how to set up a knowledge base. Learn how to manage and organize this repository of data and share these resources both internally or externally. Additional Resources Not finding what you are looking for in regards to Zoho Desk Tickets? Drop us […]
Zoho Desk Introduction To Tickets Tutorial – 2021
This is the first video in our Zoho Desk beginner’s guide series. In this video tutorial we cover all of the core basics of a Zoho Desk ticket. In this step-by-step guide we cover what a ticket is, how to set up tickets, create tickets, and close tickets. Additional Resources Not finding what you are […]
CRM Tab Groups and Module Organization Tutorial – 2020
Clean up your tab groups and modules in this quick tutorial showing how and what to organize. We hope this helps! Additional Resources Not finding what you are looking for in regards to Zoho CRM? Drop us a line and we would be happy to see what we can do to fill that gap! For […]
User Roles and Permissions In Zoho Books
Here is a quick rundown on user roles and permissions inside Zoho Books. This tutorial covers best practices and usage cases on how these roles and permissions would be applied. Additional Resources Not finding what you are looking for in regards to Zoho Books? Drop us a line and we would be happy to see […]
Social Settings inside Zoho CRM
This video will show you how to quickly set up automatic lead or contact generation in Zoho CRM every time a person on Mentions, Messages, Replies, or Retweets you on Twitter. It will also work with Facebook every time someone Posts, Comments, Likes, or Messages Not finding what you are looking for in regards to […]